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David Fontaine Email & Phone Number
Founder and President
at
Fontaine Retirement Group, An Independent Firm
1 work email found
@raymondjames.com
5 phones found area 305 and 727
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and President
Location
Miami, Florida, United States
Company size
Who is David Fontaine? Overview
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Quick answer
David Fontaine is listed as Founder and President at Fontaine Retirement Group, An Independent Firm, a with 3 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 305, 727, and a matched LinkedIn profile for David Fontaine.
David Fontaine previously worked as Founder / President at Fontaine Retirement Group, An Independent Firm and Branch Manager at Sagepoint Financial. David Fontaine studied at Iona University.
Company email context
Email format at Fontaine Retirement Group, An Independent Firm
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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for David Fontaine. Compare company email patterns before reaching out.
Profile bio
About David Fontaine
David Fontaine is a well-known financial educator and respected author in South Florida. You may have seen his articles on retirement investing, charitable giving and estate planning in The Golden Years, BoomerTimes & Senior Life, and the South Florida Sun-Times or even the popular TV Program “Let’s Talk Retirement” that aired on the public access channel in Miami-Dade County. David’s classes and seminars on retirement and financial management have been widely attended by current employees, retirees and pre-retirees of the Florida Retirement System, AT&T, FPL, Kodak, Beckman-Coulter, Graybar Electric Company and the University of Miami to name a few. Mr. Fontaine is a CERTIFIED FINANCIAL PLANNER™. To become a CFP® David completed 6 courses each with their own final exam to demonstrate his competency in areas such as insurance, taxes, investments, estate planning and retirement. He then successfully passed a 2 day comprehensive exam that averages a 57% pass rate nationwide.David makes active use of beautiful South Florida weather through his outdoor hobbies. A native New Yorker but he still roots for his home team of the Miami Heat. Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/ SIPC. Insurance offered through Fontaine Retirement Group, An Independent Firm and is not affiliated with SagePoint.
Listed skills include Estate Planning, Retirement Planning, Series 63, Financial Services, and 12 others.
Current workplace
David Fontaine's current company
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Fontaine Retirement Group, An Independent Firm
7 roles
David Fontaine work experience
A career timeline built from the work history available for this profile.
Founder / President
CurrentThe Fontaine Retirement Group is an independent financial planning firm specializing in financial planning for individuals about to retire or already retired. I work with clients in developing their financial planning goals, designing the strategies to meet them, and presenting solutions that in turn are implemented. I have several specialties:- Individuals that are retired or about to retire. I can help them address income needs and their estate planning concerns among many other areas. - Business owners, I can help them develop their own personal financial plans and also setting up or fine tuning a retirement plan for the business and developing creative ways to key personnel.- Individuals that have been laid off determine the best course of action for their defined contribution and/or defined benefit plans. I also help them with their financial plan to make sure their retirement goals aren't side tracked as a result of their job change.
May 2002 - Present
Branch Manager
CurrentAs independent branch of SagePoint Financial, Inc., Member FINRA/SIPC, I am also a business owner. As a Branch Manager I oversee that all the operations of the branch are industry compliant. I offer securities and advisory services through SagePoint Financial, Inc.
Oct 2015 - Present
Branch Manager / Financial Planner
May 2002 - Oct 2015
Financial Advisor
Mar 2000 - May 2002
Financial Representative
Assisted clients with their personal loans, checking and savings accounts and customer service needs. Indentified opportunities for the banking clients to utilize other services the bank provided such as Trust Services, Mortgages and Investment Management.
May 1999 - Feb 2000
Assistant Branch Manager
Republic Security Bank
Assisted in managing the operations and business development of the branch. Provided on-going training to the staff to maintain a high level of customer satifaction from the bank customers.
Jun 1997 - May 1999
2 education records
David Fontaine education
Education record
Hs Diploma
Cardinal Spellman High School
FAQ
Frequently asked questions about David Fontaine
Quick answers generated from the profile data available on this page.
What company does David Fontaine work for?
David Fontaine works for Fontaine Retirement Group, An Independent Firm.
What is David Fontaine's role at Fontaine Retirement Group, An Independent Firm?
David Fontaine is listed as Founder and President at Fontaine Retirement Group, An Independent Firm.
What is David Fontaine's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for David Fontaine at Fontaine Retirement Group, An Independent Firm.
What is David Fontaine's phone number?
AeroLeads has found 5 phone signal(s) with area code 305, 727 for David Fontaine at Fontaine Retirement Group, An Independent Firm.
Where is David Fontaine based?
David Fontaine is based in Miami, Florida, United States while working with Fontaine Retirement Group, An Independent Firm.
What companies has David Fontaine worked for?
David Fontaine has worked for Fontaine Retirement Group, An Independent Firm, Sagepoint Financial, Raymond James Financial Services, Inc., Ameriprise Financial, and Bank Of America.
How can I contact David Fontaine?
You can use AeroLeads to view verified contact signals for David Fontaine at Fontaine Retirement Group, An Independent Firm, including work email, phone, and LinkedIn data when available.
What schools did David Fontaine attend?
David Fontaine studied at Iona University.
What skills is David Fontaine known for?
David Fontaine is listed with skills including Estate Planning, Retirement Planning, Series 63, Financial Services, Investments, Training, Strategic Financial Planning, and Banking.
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